See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,579 | $64,119+21.0% | $112,228-30.9% | $66,914+15.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.21% | -13.81%-2.4pp | 27.45%-43.7pp | 1.58%-17.8pp |
| Employer contribution / active EE | $22,975 | $3,005+664.5% | $3,635+532.1% | $2,544+803.0% |
| Participant deferral / active EE | $1,726 | $3,693-53.3% | $4,728-63.5% | $4,237-59.3% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |